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Retirement Planning

A clear roadmap to support your desired retirement lifestyle.

Retired woman with her family

Retire with Less Stress and More Confidence

Maintaining financial freedom in retirement is our clients’ most frequently cited goal. Our comprehensive, customized approach can help you enter the next phase of your life with confidence.

Your Custom Retirement Plan Will Include:

  • A Personalized Investment Portfolio
  • Strategies for Tax-Efficient Withdrawals
  • Social Security Claiming Strategies
  • Planning for Medicare and Healthcare Costs
  • Analysis of Insurance Coverage and Needs
  • Planning a Legacy to Take Care of Your Loved Ones

Will you be able to maintain your lifestyle in retirement?

In this case study, we get to know John and Jane Sample, ages 63 and 61, who are in their prime earning years and have their eyes set on retirement. Join us as we follow the Samples through their introductory experience with Creative Planning.


    A Retirement Plan That’s Uniquely Yours

    Whether you see yourself on a cruise around the world, opening a business, purchasing a second home or simply spending time with loved ones, we have the resources and expertise to help you get there.

    “Your wealth works harder when it works together.”

    Peter Mallouk

    President & CEO, Creative Planning

    Serving Clients Nationwide



    Providing financial peace of mind across the globe



    Combined assets under management & advisement as of December 31, 2021